Pragmatic Strategy for Currency Risk Management
Hear how this OCIO has managed the risk of currency exposure and what he thinks about using currency in the search for yield.
17 Jan 202220min
Crypto Accounting, and What Every Analyst Should Know
A conversation with Vivian Fang, University of Minnesota Hear where analysts and portfolio managers should look, according to one of the most advanced thinkers on crypto accounting.
10 Jan 202219min
The Risks and Opportunities in Africa's Private Markets
Hear from two people with clear views into Africa's private markets about how the Covid-19 pressures are making some sector's private companies a better value while others are becoming more risky.
11 Maj 202030min
Public Pension Pressures Mounting Amid Covid-19
The risks of public pension pressures to state bond ratings is intensifying. Hear from Doug Offerman and Olu Sonola, CFA of Fitch Ratings about how the investments, structures and policies are all com...
4 Maj 202025min
Why Slack in the Labor Market is Understated
The amazing jump in jobless claims and the unemployment rate may actually be rosier than reality. Our guest, Stephanie Aaronson (Brookings), shares what her research says.
27 Apr 202018min
Corporates on the Knife Edge
One seasoned pro's view of sectors of the corporate lending market. What could save them and why some covenants matter more than others.
20 Apr 202014min
The Value of Asset Allocation Amid Volatility
Volatility is a time to review asset allocation and investment policy. We dig into why with one asset owner.
13 Apr 202010min
An Asset Owner's View of The Volatility
Hear what one portfolio strategist from New York Life Investments thinks about the recent markets.
6 Apr 202011min
